WisdomTree U.S. Corporate Bond Fund
14 hedge funds and large institutions have $74.4M invested in WisdomTree U.S. Corporate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
50% more capital invested
Capital invested by funds: $49.5M → $74.4M (+$24.9M)
40% more funds holding
Funds holding: 10 → 14 (+4)
4.08% more ownership
Funds ownership: 129.01% → 133.08% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.4M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.22M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.1M |
| 4 |
Jane Street
New York
|
+$1.74M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $36.5M | +$13.4M | +241,713 | +59% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $27.3M | +$4.22M | +76,290 | +19% |
|
|
3
LPL Financial
San Diego,
California
| $5.34M | +$4.1M | +74,090 | +346% |
|
|
4
Citadel Advisors
Miami,
Florida
| $2.02M | -$201K | -3,625 | -9% |
|
|
5
Jane Street
New York
| $1.75M | +$1.74M | +31,337 | New |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $512K | – | – | – |
|
|
PAG
7
Private Advisor Group
Morristown,
New Jersey
| $392K | +$19.4K | +351 | +5% |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $211K | +$210K | +3,795 | New |
|
|
PA
9
Perennial Advisors
New York
| $115K | +$114K | +2,050 | New |
|
|
NC
10
NewSquare Capital
Newtown Square,
Pennsylvania
| $105K | +$48.2K | +870 | +87% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $104K | – | – | – |
|
12
UBS Group
Zurich,
Switzerland
| $51K | +$50.5K | +912 | New |
|
|
LAS
13
Lloyd Advisory Services
Suwanee,
Georgia
| $14K | – | – | – |
|
QIG Hedge Fund Activity: Q4 2020 in Review
14 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q4 2020, worth a combined $74.4M — up 50% from $49.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QIG positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $13.4M. The largest seller was Citadel Advisors, cutting an estimated $201K.
- 14 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q4 2020, up from 10 in Q3 2020.
- Funds reported $74.4M of WisdomTree U.S. Corporate Bond Fund stock for Q4 2020, up 50% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q4 2020 and 0 closed out, a net change of +4 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q4 2020 was AE Wealth Management, an estimated $13.4M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q4 2020 was Citadel Advisors, an estimated $201K sold.
Based on aggregated 13F filings for Q4 2020.